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Carolina Wealth Advisors’s Citigroup C Stock Holding History

Carolina Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Hold
103
– – 0.01% 171
2026
Q1 		$11.7K Buy
+103
New +$11.7K ﹤0.01% 173
2025
Q3 		– Sell
-67
Closed -$5.7K – 244
2025
Q2 		$5.7K Hold
67
– – ﹤0.01% 178
2025
Q1 		$4.76K Hold
67
– – ﹤0.01% 194
2024
Q4 		$4.72K Hold
67
– – ﹤0.01% 198
2024
Q3 		$4.19K Buy
+67
New +$4.14K ﹤0.01% 247

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolina Wealth Advisors's C Position: Q2 2026 in Review

Carolina Wealth Advisors held its Citigroup (C) position steady in Q2 2026 at 103 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #171.

Carolina Wealth Advisors first reported a position in C in Q3 2024 and has held it in 6 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Carolina Wealth Advisors held 103 shares of Citigroup worth $14.4K as of Q2 2026.
  • Carolina Wealth Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Carolina Wealth Advisors first reported a position in Citigroup in Q3 2024 and has held it in 6 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.